+1,097.4%
ENTG vs URI
+5,970.6%
-4,873.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.1% |
| 7D | -17.1% | -9.8% | -7.3% | -12.9% |
| 30D | -23.0% | +1.7% | -24.7% | -23.5% |
| 3M | -10.2% | -9.1% | -1.2% | -6.2% |
| 6M | -17.8% | +9.9% | -27.6% | -20.7% |
| YTD | +52.4% | +31.2% | +21.2% | +33.2% |
| 1Y | +49.8% | +25.9% | +23.9% | +33.6% |
| 3Y | +42.1% | +147.4% | -105.3% | -4.8% |
| 5Y | -10.2% | +179.7% | -190.0% | -42.9% |
| 10Y | +756.0% | +1,419.5% | -663.6% | +144.3% |
| All | +1,097.4% | +5,970.6% | -4,873.2% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling